Our Thoughts

In August, tariffs seemed to appear and disappear with the regularity of summer thunderstorms. Rising bond yields, Middle East tensions, and trade negotiations between Canada and the U.S. dominated the headlines....

John Gibson, CFA, discusses the trends driving opportunity across Canadian industrial and energy service companies, including data centres, infrastructure and energy security. He also highlights areas he believes remain underappreciated b...

Our outlook on the markets from our July 2026 market commentary...

July offered no shortage of reasons for investors to lose focus, yet markets largely refused to take the bait....

Is Canada entering a new chapter for its energy sector? Jeremy McCrea discusses how improving policy support, expanding LNG infrastructure, and renewed investor interest could reshape the outlook for Canadian energy companies in the years ahead....

Our outlook on the markets from our June 2026 market commentary...

Markets climbed another wall of worry in June. Record highs for the TSX, the strongest quarter for the S&P 500 since 2020, and plenty of headlines that suggested otherwise....

Geopolitical tensions are once again reshaping global energy markets. In this conversation with Ben Pham, CFA, we explore how disruptions to critical trade routes are influencing energy flows, pricing, and long-term infrastructure investment....

Our outlook on the markets from our May 2026 market commentary...